Sales & Customer Management
Grow revenue, reduce labor, and give customers the self-service experience they expect — without adding a standalone CRM or portal to your tech stack.
Sales & Customer Management Modules
Sales Management
Customer portal, AR cash receipts, commissions, and Prism Configurator for complex product sales.
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CRM
Customer relationship management built into your ERP — no separate silo, no duplicate data entry.
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Pricing Management
Flexible pricing rules and margin protection designed for the complex pricing needs of distributors.
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Point of Sale
Mobile-ready POS that improves the shopping experience and builds customer loyalty.
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Let your customers manage their account — and reduce your AR labor in the process
The Centerprism Customer Portal gives your buyers a complete dashboard on their sales activity: best sellers, invoice history, payment history, and the ability to make payments and update their account directly. Pair it with single-screen AR Cash Receipts Entry — match invoices to checks, print bank deposits, and post to GL without switching screens. Having a CRM built into your ERP system can mean up to a 34% improvement in fulfillment rates related to order processing labor efficiencies.
"PrismView is like Excel on steroids. I can't believe what an amazing tool it is. I can't wait to start using it in our organization."
